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iShares Russell Midcap Value Index shares owned by NewFocus Financial

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by NewFocus Financial from 13F filings

Historical chart of NewFocus Financial investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by NewFocus Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $424k 4.4k 96.85
2020-09-30 $354k 4.4k 80.86
2020-06-30 $335k 4.4k 76.52
2020-03-31 $281k 4.4k 64.18

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Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Cintas Corporation (CTAS)
Lowe's Companies (LOW)
Cisco Systems (CSCO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for NewFocus Financial

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index